UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+5.01%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$282M
AUM Growth
+$13.3M
(+5%)
Cap. Flow
+$2.83M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
57.97%
Holding
120
New
6
Increased
–
Reduced
4
Closed
2
Top Buys
| 1 |
Dow Inc
DOW
|
+$2.79M |
| 2 |
Amcor
AMCR
|
+$1.84M |
| 3 |
Corteva
CTVA
|
+$1.68M |
| 4 |
AEPPL
American Electric Power Company, Inc. Corporate Unit
AEPPL
|
+$531K |
| 5 |
Illumina
ILMN
|
+$78K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$2.07M |
| 2 |
BMS
Bemis
BMS
|
+$1.74M |
| 3 |
Welltower
WELL
|
+$163K |
| 4 |
RTX Corp
RTX
|
+$97.6K |
| 5 |
VF Corp
VFC
|
+$65K |
Sector Composition
| 1 | Financials | 40.6% |
| 2 | Industrials | 17.29% |
| 3 | Healthcare | 11.6% |
| 4 | Consumer Staples | 5.59% |
| 5 | Utilities | 5.55% |
